Suncoast Credit Union
Financial Services Associate (Bilingual Preferred)
Suncoast Credit Union, Tampa, Florida, us, 33646
Overview
Bilingual Preferred Compensation: $23.00 - $32.00 hourly
based on experience and credentials Location Type:
Onsite Position Type:
Full Time Schedule:
Monday through Friday 8:30 AM – 5:30 PM The Service Associate provides superior service and financial education to member clients of Suncoast Investment Services. Key responsibilities include maintaining advisors' calendars, scheduling appointments, monitoring notifications, assisting with technology adoption, and processing paperwork received. An ideal incumbent possesses expertise in various investment and retirement platforms, takes ownership, and adapts to business expansion.
Responsibilities
Communicate with assigned advisors proactively to ensure member needs are being met, discuss assigned tasks, and plan for any future appointment needs
Act as a resource for existing member clients by assisting with requests via approved channels, provide timely and exceptional service, and partner with the credit union, broker/dealer, or third parties to accomplish member requests
Collaborate with advisors to monitor books of business, account statements, and other systems to identify sales opportunities, assist with member retention, and outbound call-out campaigns as part of relationship management as needed
Educate members on investment products, services, and financial basics to drive the utilization and adoption of key tools and resources
Solicit and share feedback from members with internal parties to improve member experience
Service and administer 403(b) and 457 accounts and act as a liaison between all parties involved in the account servicing workflow
Assist members with online enrollment into their selected plan(s), educate participants on their plan, and identify opportunities to partner with their representative for more complex guidance
Maintain knowledge and understanding of retirement plan rules
Attend business related events to promote the program
Ensure trades are executed and confirmed with any applicable breakpoints/sales charges as directed by advisors or members and in accordance with policies and procedures
Establish and maintain systematic plans, monitor notifications for systematic plan issues then resolve, cancel and correct as needed with member approval
Maintain referral database with an acceptable level in the open queue, contact all referrals within 24-48 hours, qualify and set appointments, track referral progress, enter notes, and create CRM profiles
Provide feedback and education to referring staff as necessary
Ensure key member client information is current by collecting and entering accurate data to build client relationship management (CRM) database systems
Document every task, activity, and member interaction in CRM promptly
Generate reports and assist with marketing campaigns or other marketing activities generated from CRM
Prepare and process paperwork and submit all documents into broker/dealer systems
Obtain necessary documentation for In Good Order paperwork by following up with representative, member client, or broker/dealer
Work independently and within a dynamic team environment to provide crucial support across business lines which may require cross training
Cultivate and maintain strong working relationships with credit union staff and members
Comply with all applicable SIS, FINRA, SEC, State of Florida, and broker/dealer laws, regulations, policies and guidelines
Conduct business according to high standards of honesty, fairness, and integrity
Attends job-specific training classes as requested by manager. Completes annual BSA/AML compliance training and understands employee’s role in maintaining an effective BSA/AML compliance program, and completes FACT Act Red Flag training.
Qualifications
High school diploma or equivalent.
A minimum of 3 years of financial services related work experience
SIE FINRA registration or grandfathering, Series 6 FINRA registration or must obtain such within 90 days of employment
Florida Life Insurance License required or must obtained within six months of employment
Must remain current on all required Continuing Education modules.
Ability to adapt to changing business needs and maintain a positive mindset seeing growth as an opportunity
Proficient in Microsoft Office suite
Ability to maintain a high level of confidentiality
Able to prioritize tasks, deal effectively with competing and changing priorities, and meet deadlines. Accurate, detail-oriented, and organized. Able to resolve problems and situations that may require minor adjustments to working methods.
Good knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities.
Good verbal and written communication skills and interpersonal skills in order to interact professionally and effectively with members, staff, vendors, and government regulators. Able to communicate information that requires explanation or interpretation.
Works under moderate supervision.
Benefits
Financial Well-Being:
Bonus Program up to 12%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
Wellness:
Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
Work-Life Balance:
11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
Community Involvement:
Paid Volunteer Hours
Growth:
Degree Assistance up to $5,000 per year
For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits
Company Overview Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community.
For more information, please visit our careers site at https://careers.suncoastcreditunion.com/
#J-18808-Ljbffr
Bilingual Preferred Compensation: $23.00 - $32.00 hourly
based on experience and credentials Location Type:
Onsite Position Type:
Full Time Schedule:
Monday through Friday 8:30 AM – 5:30 PM The Service Associate provides superior service and financial education to member clients of Suncoast Investment Services. Key responsibilities include maintaining advisors' calendars, scheduling appointments, monitoring notifications, assisting with technology adoption, and processing paperwork received. An ideal incumbent possesses expertise in various investment and retirement platforms, takes ownership, and adapts to business expansion.
Responsibilities
Communicate with assigned advisors proactively to ensure member needs are being met, discuss assigned tasks, and plan for any future appointment needs
Act as a resource for existing member clients by assisting with requests via approved channels, provide timely and exceptional service, and partner with the credit union, broker/dealer, or third parties to accomplish member requests
Collaborate with advisors to monitor books of business, account statements, and other systems to identify sales opportunities, assist with member retention, and outbound call-out campaigns as part of relationship management as needed
Educate members on investment products, services, and financial basics to drive the utilization and adoption of key tools and resources
Solicit and share feedback from members with internal parties to improve member experience
Service and administer 403(b) and 457 accounts and act as a liaison between all parties involved in the account servicing workflow
Assist members with online enrollment into their selected plan(s), educate participants on their plan, and identify opportunities to partner with their representative for more complex guidance
Maintain knowledge and understanding of retirement plan rules
Attend business related events to promote the program
Ensure trades are executed and confirmed with any applicable breakpoints/sales charges as directed by advisors or members and in accordance with policies and procedures
Establish and maintain systematic plans, monitor notifications for systematic plan issues then resolve, cancel and correct as needed with member approval
Maintain referral database with an acceptable level in the open queue, contact all referrals within 24-48 hours, qualify and set appointments, track referral progress, enter notes, and create CRM profiles
Provide feedback and education to referring staff as necessary
Ensure key member client information is current by collecting and entering accurate data to build client relationship management (CRM) database systems
Document every task, activity, and member interaction in CRM promptly
Generate reports and assist with marketing campaigns or other marketing activities generated from CRM
Prepare and process paperwork and submit all documents into broker/dealer systems
Obtain necessary documentation for In Good Order paperwork by following up with representative, member client, or broker/dealer
Work independently and within a dynamic team environment to provide crucial support across business lines which may require cross training
Cultivate and maintain strong working relationships with credit union staff and members
Comply with all applicable SIS, FINRA, SEC, State of Florida, and broker/dealer laws, regulations, policies and guidelines
Conduct business according to high standards of honesty, fairness, and integrity
Attends job-specific training classes as requested by manager. Completes annual BSA/AML compliance training and understands employee’s role in maintaining an effective BSA/AML compliance program, and completes FACT Act Red Flag training.
Qualifications
High school diploma or equivalent.
A minimum of 3 years of financial services related work experience
SIE FINRA registration or grandfathering, Series 6 FINRA registration or must obtain such within 90 days of employment
Florida Life Insurance License required or must obtained within six months of employment
Must remain current on all required Continuing Education modules.
Ability to adapt to changing business needs and maintain a positive mindset seeing growth as an opportunity
Proficient in Microsoft Office suite
Ability to maintain a high level of confidentiality
Able to prioritize tasks, deal effectively with competing and changing priorities, and meet deadlines. Accurate, detail-oriented, and organized. Able to resolve problems and situations that may require minor adjustments to working methods.
Good knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities.
Good verbal and written communication skills and interpersonal skills in order to interact professionally and effectively with members, staff, vendors, and government regulators. Able to communicate information that requires explanation or interpretation.
Works under moderate supervision.
Benefits
Financial Well-Being:
Bonus Program up to 12%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
Wellness:
Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
Work-Life Balance:
11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
Community Involvement:
Paid Volunteer Hours
Growth:
Degree Assistance up to $5,000 per year
For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits
Company Overview Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community.
For more information, please visit our careers site at https://careers.suncoastcreditunion.com/
#J-18808-Ljbffr